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NordSIP: Art. 9 Equity Funds Turnaround in Q4 After Challenging 2023

NordSIP: Art. 9 Equity Funds Turnaround in Q4 After Challenging 2023

NordSIP presents an analysis of the performance of a selection of Nordic sustainable equity funds in the fourth quarter after a tough 2023. Read the analysis and Marcus' comments here.Funds CB European Quality FundCB Save Earth FundContact CB FonderStrandvägen...

CB Fonder Quarterly Reports Q3 2023 – a summary

CB Fonder Quarterly Reports Q3 2023 – a summary

Save Earth Fund The fund experienced a loss of -8.3% during the third quarter, in SEK, which was worse than the index (MSCI World Net: -2.4%). The fund has performed worse than its benchmark index over the past 5 years. Since its inception in 2008, the fund had...

Pär Ståhl assumes the role of Assistant Portfolio Manager at CB Fonder

Pär Ståhl assumes the role of Assistant Portfolio Manager at CB Fonder

Pär Ståhl, formerly the fund editor at Placera – one of Sweden's largest financial websites, takes on the role of Assistant Manager at the Swedish investment management company CB Fonder, a pioneer in environmental and ethical investments. Pär Ståhl has been working...

Alexander Janssons best tips for ordinary investors

Alexander Janssons best tips for ordinary investors

Alexander Jansson shares his best tips for ordinary investors in the latest episode of the Ålands Handel podcast. Listen to the full episode here. (In Swedish)Funds CB European Quality FundCB Save Earth FundContact CB FonderStrandvägen 5BSE-114 51 StockholmSWEDEN...

Funds with high ESG ratings: higher or lower returns and risk?

Funds with high ESG ratings: higher or lower returns and risk?

During the spring, CB Fonder supervised a master's thesis in financial mathematics at KTH. The thesis is titled "Risk Management and Sustainability – A Study of Risk and Return in Portfolios With Different Levels of Sustainability" and focuses on the risk of funds...

The manager who wants to save the world, kind of…

The manager who wants to save the world, kind of…

This week, Alexander was interviewed by Ålands Handel, where the background, investment focus, and objective of Save Earth Fund were discussed. Read the full article here. (In Swedish)Funds CB European Quality FundCB Save Earth FundContact CB FonderStrandvägen...

Here are the European funds that have beaten the index

Here are the European funds that have beaten the index

Placera's (Avanza) fund expert Pär Ståhl presents the European funds that have outperformed the index. Read the article here. (In Swedish)Funds CB European Quality FundCB Save Earth FundContact CB FonderStrandvägen 5BSE-114 51 StockholmSWEDEN info@cbfonder.se+46 (0)8...

Risk – What Does It Mean, and What Is Our Strategy?

Risk – What Does It Mean, and What Is Our Strategy?

How much do you know about risk? Do you understand the risk level in your fund portfolio? Our portfolio manager and partner, Marcus Grimfors, share more insights in this article.   What Does Risk Mean? We define risk for our two portfolios using standard...

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